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Nacco Industries Inc

NC
Exchange
NYSE
Industry
Bituminous Coal & Lignite Surface Mining
SEC CIK
0000789933

No open-market purchases or sales by Nacco Industries Inc insiders were filed in the last 90 days; 91 institutions reported holding it in 13F filings for Q2 2026, worth $106.4M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Nacco Industries Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
61
−3 vs. Q3 2023
Shares held
2.52M
−25.4K (−1.0%) vs. Q3 2023
Total value
$92.0M
+$2.71M (+3.0%) vs. Q3 2023
New holders
1
21 more added
Sold out
4
19 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 61 institutions
Q1 2021: 45 institutionsQ2 2021: 43 institutionsQ3 2021: 44 institutionsQ4 2021: 44 institutionsQ1 2022: 49 institutionsQ2 2022: 62 institutionsQ3 2022: 56 institutionsQ4 2022: 59 institutionsQ1 2023: 63 institutionsQ2 2023: 64 institutionsQ3 2023: 65 institutionsQ4 2023: 61 institutionsQ1 2024: 59 institutionsQ2 2024: 67 institutionsQ3 2024: 62 institutionsQ4 2024: 64 institutionsQ1 2025: 68 institutionsQ2 2025: 75 institutionsQ3 2025: 77 institutionsQ4 2025: 87 institutionsQ1 2026: 94 institutionsQ2 2026: 91 institutions
Value heldQ4 2023: $92.0M
Q1 2021: $61.1MQ2 2021: $61.8MQ3 2021: $73.5MQ4 2021: $89.3MQ1 2022: $94.8MQ2 2022: $102.2MQ3 2022: $125.5MQ4 2022: $96.5MQ1 2023: $107.9MQ2 2023: $88.9MQ3 2023: $89.3MQ4 2023: $92.0MQ1 2024: $71.4MQ2 2024: $60.3MQ3 2024: $58.2MQ4 2024: $60.1MQ1 2025: $70.5MQ2 2025: $93.0MQ3 2025: $88.0MQ4 2025: $104.8MQ1 2026: $111.8MQ2 2026: $106.4M
Institutions holding NC and their total value by quarter
QuarterHoldersValue
Q2 202691$106.4M
Q1 202694$111.8M
Q4 202587$104.8M
Q3 202577$88.0M
Q2 202575$93.0M
Q1 202568$70.5M
Q4 202464$60.1M
Q3 202462$58.2M
Q2 202467$60.3M
Q1 202459$71.4M
Q4 202361$92.0M
Q3 202365$89.3M
Q2 202364$88.9M
Q1 202363$107.9M
Q4 202259$96.5M
Q3 202256$125.5M
Q2 202262$102.2M
Q1 202249$94.8M
Q4 202144$89.3M
Q3 202144$73.5M
Q2 202143$61.8M
Q1 202145$61.1M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q3 2023.

Institutions holding NC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC441,630$16.1M0.00%−61,724−12.3%Reduced
Dimensional Fund Advisors LP436,529$15.9M0.00%−258−0.1%Reduced
BlackRock Inc.310,112$11.3M0.00%+23,368+8.1%Added
Vanguard Group Inc208,511$7.61M0.00%+3,847+1.9%Added
Renaissance Technologies LLC195,018$7.12M0.01%+2,700+1.4%Added
Geode Capital Management, LLC86,626$3.16M0.00%+3,772+4.6%Added
Bridgeway Capital Management, LLC84,386$3.08M0.07%+2,496+3.0%Added
State Street Corp77,828$2.84M0.00%+2,602+3.5%Added
Prescott Group Capital Management, L.L.C.63,039$2.30M0.40%−26,045−29.2%Reduced
Curbstone Financial Management Corp57,542$2.10M0.48%00.0%Unchanged
Bank of New York Mellon Corp51,611$1.88M0.00%−3,088−5.6%Reduced
Northern Trust Corp50,916$1.86M0.00%+427+0.8%Added
Acadian Asset Management LLC44,140$1.61M0.01%−2,174−4.7%Reduced
UBS Group AG43,231$1.58M0.00%+2,715+6.7%Added
American Century Companies Inc40,337$1.47M0.00%−238−0.6%Reduced
LSV Asset Management39,870$1.46M0.00%−2,758−6.5%Reduced
Empowered Funds, LLC28,371$1.04M0.03%+2,496+9.6%Added
Connor, Clark & Lunn Investment Management Ltd.20,945$764.5K0.00%−72−0.3%Reduced
RBF Capital, LLC18,068$659.5K0.04%00.0%Unchanged
Millennium Management LLC16,587$605.4K0.00%−300−1.8%Reduced
The PNC Financial Services Group, Inc.15,550$567.6K0.00%00.0%Unchanged
Morgan Stanley13,834$505.0K0.00%+4,585+49.6%Added
Nuveen Asset Management, LLC13,194$481.6K0.00%+222+1.7%Added
New York State Common Retirement Fund13,100$478.1K0.00%00.0%Unchanged
Invesco Ltd.12,938$472.2K0.00%+2,927+29.2%Added
Johnson Investment Counsel Inc12,742$465.1K0.01%00.0%Unchanged
Two Sigma Investments, LP12,047$439.7K0.00%+12,047New
Charles Schwab Investment Management Inc11,674$426.1K0.00%00.0%Unchanged
Gsa Capital Partners LLP11,668$426.0K0.04%−393−3.3%Reduced
Two Sigma Advisers, LP11,116$405.7K0.00%+4,000+56.2%Added
Janney Montgomery Scott LLC8,720$318.0K0.00%00.0%Unchanged
Squarepoint Ops LLC7,976$291.1K0.00%+1,788+28.9%Added
Citadel Advisors LLC7,871$287.3K0.00%−2,656−25.2%Reduced
JPMorgan Chase & Co6,773$247.2K0.00%+3,643+116.4%Added
Baird Financial Group, Inc.6,506$237.5K0.00%00.0%Unchanged
Bank of America Corp6,354$231.9K0.00%+523+9.0%Added
Rhumbline Advisers6,043$220.6K0.00%−126−2.0%Reduced
Barclays PLC5,787$211.2K0.00%+5,019+653.5%Added
Royal Bank of Canada5,158$188.0K0.00%+553+12.0%Added
Deutsche Bank AG2,363$86.3K0.00%+102+4.5%Added
MetLife Investment Management2,150$78.5K0.00%00.0%Unchanged
American International Group, Inc.2,088$76.2K0.00%−9−0.4%Reduced
GWM Advisors LLC1,918$70.0K0.00%00.0%Unchanged
Wells Fargo & Company1,496$54.6K0.00%+256+20.6%Added
BNP Paribas Arbitrage, SA1,198$43.7K0.00%−566−32.1%Reduced
Clearstead Advisors, LLC922$33.7K0.00%00.0%Unchanged
Citigroup Inc686$25.0K0.00%+656+2,186.7%Added
Byrne Asset Management LLC600$22.3K0.02%−20−3.2%Reduced
Amalgamated Bank378$14.0K0.00%−42−10.0%Reduced
Tower Research Capital LLC (TRC)337$12.3K0.00%−209−38.3%Reduced
Russell Investments Group, Ltd.320$11.7K0.00%00.0%Unchanged
Legal & General Group Plc307$11.2K0.00%−105−25.5%Reduced
Ameritas Investment Partners, Inc.304$11.1K0.00%00.0%Unchanged
Metropolitan Life Insurance Co251$9.16K0.00%00.0%Unchanged
Abound Wealth Management142$5.18K0.00%00.0%Unchanged
Whittier Trust Co75$2.74K0.00%00.0%Unchanged
AdvisorNet Financial, Inc55$2.01K0.00%00.0%Unchanged
Concord Wealth Partners50$1.82K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$390.00%00.0%Unchanged
Huntington National Bank1$370.00%00.0%Unchanged
Covestor Ltd6$00.00%−2−25.0%Reduced
Victory Capital Management Inc0$00.00%−2,946−100.0%Sold out
Denali Advisors LLC0$00.00%−1,500−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−730−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−149−100.0%Sold out
Column Capital Advisors, LLC––––Not filed